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Physician Wealth Advisors’s United Parcel Service UPS Stock Holding History

Physician Wealth Advisors’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.9K Sell
855
-281
-25% -$29.2K 0.01% 323
2026
Q1 		$112K Buy
1,136
+71
+7% +$7.61K 0.02% 261
2025
Q4 		$106K Buy
1,065
+689
+183% +$64.4K 0.01% 264
2025
Q3 		$31.4K Buy
376
+163
+77% +$14.8K ﹤0.01% 469
2025
Q2 		$21.5K Buy
213
+33
+18% +$3.25K ﹤0.01% 499
2025
Q1 		$19.8K Buy
180
+12
+7% +$1.44K ﹤0.01% 491
2024
Q4 		$21.2K Buy
+168
New +$22.1K ﹤0.01% 496

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Physician Wealth Advisors's UPS Position: Q2 2026 in Review

Physician Wealth Advisors reduced its United Parcel Service (UPS) stake by 25% in Q2 2026, selling an estimated $29.2K and leaving 855 shares worth $91.9K. The position accounts for 0.01% of the portfolio, ranked #323.

Physician Wealth Advisors first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $112K in Q1 2026. 409 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Physician Wealth Advisors held 855 shares of United Parcel Service worth $91.9K as of Q2 2026.
  • Physician Wealth Advisors sold 281 United Parcel Service shares in Q2 2026, an estimated $29.2K.
  • United Parcel Service made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #323 holding.
  • Physician Wealth Advisors first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's United Parcel Service position peaked at $112K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.